Meet the Team

Jon R. Lee was born and raised in Sarasota, Florida. Mr. Lee's roots run very deep in Sarasota, his mother Marilynn attended Sarasota High School and his father Dick graduated from Manatee High School. Jon graduated from Sarasota High School in 1987, before attending the University of Florida. At the University of Florida, Jon played on both the baseball and football teams and is a proud member of the Alpha Tau Omega Fraternity. After graduating from UF with a Bachelor of Science degree in 1991, Jon moved back to Sarasota and began his career in the Financial Industry. He has been working in the financial services industry serving high net worth clients and corporations for over 32 years. Jon has strong ties to the community of Sarasota and focuses on helping the area youth. Jon serves as the Chairman of the foundation board at the Sarasota Boys and Girls Club and has been the quarterback coach for Sarasota High's football team for the past seven years. Jon is also a member of the Board of Directors for the Sarasota County University of Florida Gator Club, a board member for ITN Sarasota, a member on The Sarasota County Sheriff's Advisory Board and President of the Southwest Florida Sunrise Success BNI chapter. Before founding LCM Capital Advisors, Mr. Lee worked for Raymond James, Legg Mason and Smith Barney where he served as Vice President of Investments. Jon serves as the Managing Partner and Chief Executive Officer of Wealth Management of LCM Capital Advisors.
Email:
Jon@lcmcapitaladvisors.com
Phone:
941-822-0401

Pamela comes to LCM Capital Advisors with over 35 years of experience in the investment arena. Before she joined the firm in 2010 as Director of Operations, Pamela gained valuable industry knowledge and insight while working at stalwart Wall Street firms Dean Witter Reynolds, Kidder Peabody, Prudential, and Morgan Stanley. With a keen working knowledge of operational development, Pamela functions within the framework of investor goals. Pamela is involved with servicing high net worth individuals, families and foundation accounts, ensuring the transition of assets, lending solutions, and monitoring the management of client portfolios. Pamela's role as liaison to upper management assures efficient integration of compliance, administrative, and sales protocols. Pamela is a FINRA Series 99 Registered Operations Principal. Pamela studied Finance and Psychology at Howard University in Washington, D.C. while on an athletic scholarship, where she competed in volleyball leading to a semi-pro career and coaching opportunities in the sport. When not working, Pamela enjoys living the "Florida lifestyle" with her husband Barry and their dog Nina. As an avid sports enthusiast with a competitive spirit, Pamela brings a determination and strong work ethic to her position. Pamela is a Certified Notary Public for the State of Florida and a Professional Signing Agent. Pamela is a proud member of the following associations: National Association of Professional Woman (NAPW), Women's Athletes Business Network (WABN), and the United Negro College Fund (UNCF).
Email:
Pam@lcmcapitaladvisors.com
Phone:
941-822-0401

Jeff comes to LCM with over twenty years of experience working with professional organizations in developing, fostering, and maintaining athletics acumen that promote a positive mindset, image, and personal growth. Proven ability to provide strategic thinking, effective training, marketing, and allocation to better position brands and athletes. Jeff graduated from East Carolina University in 1991 with a bachelors of science in construction management. Following his college graduation, Jeff began as a professional quarterback for many reputable teams including the New York Jets, Cincinnati Bengals, New Orleans Saints, Baltimore Ravens, Arizona Cardinals, Philadelphia Eagles and the Chicago Bears. After retiring from the NFL he began working as a quarterback trainer to develop and manufacture quarterback training programs as well as agility conditioning, strength training, and improvement program. While not working in sports management, Jeff maintained a career working as a marketing partner promoting solutions to generate maximum client value in accordance to regional and global strategies. He helped to build accounts by gradually shifting toward a business stream by growing client relations and attaining trusted advisor status.

Nicolas Brunetti was born and raised in Sarasota, Florida. He earned a Bachelor's degree in Finance and is currently pursuing an MBA at the University of South Florida. Nicolas has a passion for the stock market and is always up to date on events in the financial world.

Nicolas began his finance career five years ago when he passed the Series 65 exam to become a certified Investment Advisor. After a year of working in fund management, Nicolas decided to take the Securities Industry Essentials (SIE) exam to further qualify him in the field of finance/analytics. As of today, Nicolas is a Level II candidate of the Chartered Financial Analyst (CFA) designation.

Besides finance, Nicolas is dedicated to his exercise routines; he is an avid long-distance runner having completed half and full marathons. He also has a passion for art, writing, music, traveling, and speaks English and Spanish fluently. If you have any questions, feel free to reach out.

Email: nicolasbrunetti.srq@gmail.com
Phone: 941-587-4050

Karl brings over 20 years of experience in the insurance and annuity industry. He has built an award-winning career of helping financial advisors and their clients, as an annuity wholesaler for multiple carriers and now as a consultant to financial planning firms. He brings not only a wealth of planning knowledge and product acumen, but an approach of treating each of his consulting clients as if they were his own family. "It's not about the product or the sale, it's about the end result and being purposeful in how we get there. There is specific purpose for every recommendation we make for our advisors clients."

It's because of this mindset Karl has become a sought-after planning consultant for many financial planning firms. In his free time, Karl enjoys spending time with his wife Autumn and daughter, Ily. He still plays soccer any chance he can get and enjoys spending time in the summer with his family in Jamestown RI, and his annual golf trip with his high school buddies. "Life is short, make the most of it!"